Active Trader Consultant

The posting, as tastylive wrote it

Company Name: tastytrade
Role: Active Trader Consultant

Position Summary

Active Trader Consultants (ATCs) are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. This role focuses on identifying, engaging, and converting high-potential prospects, such as day traders, options traders, futures traders, margin/portfolio margin traders, and frequent equity/ETF investors, who are currently managing accounts at competitor firms or trading through multiple platforms. This is a high-energy sales position, involving outbound outreach, referrals from service, platform demonstrations, and competitive positioning.

ATCs are trusted advisors on advanced trading tools, robust platforms, margin/portfolio margin, asset classes supported, and service capabilities. By delivering exceptional consultative experiences, they will drive new account growth, increase trading assets under custody, and boost trading volume and revenue. Successful ATCs have deep market knowledge, strong prospecting skills, and the ability to build long-term relationships that maximize client loyalty and firm revenue.

What You’ll Do

Prospecting and Lead Generation

• Identify and qualify high-value active trader prospects through outbound calling, email campaigns, social media (e.g., trading forums, LinkedIn, X), webinars, seminars, and targeted marketing lists
• Work an extensive existing lead funnel and partner with our Data & Insights team to continue sourcing the highest quality opportunities

Consultative Sales and Needs Analysis

• Conduct discovery calls and meetings to understand prospects’ trading strategies, volume, preferred platforms (e.g., advanced charting, API access, direct market access), commission structures, and frustrations with current brokers
• Present solutions highlighting tastytrade’s competitive advantages

Platform Demonstrations and Education

• Deliver compelling demos of our trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features
• Position our functionality effectively against competitors’ offerings

Account Opening and Onboarding

• Guide prospects through the full account application process, including entity vs. individual accounts, documentation, funding, and transfers (ACATS)
• Oversee seamless onboarding and initial trade setup to ensure high activation rates

Brand Evangelist

• Must exhibit a thorough understanding of all tastytrade products and services and will be responsible for identifying opportunities to maximize all aspects of tastytrade
• Consistently reinforce tastytrade’s value proposition and culture in all client interactions and internally, through both your words and your professionalism and expertise

Who You Are

• 3+ years of progressive experience in client service, relationship management, platform sales, or premium support within financial serv

[…]
y of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.

From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tasty live providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.

We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high – bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
tastytrade | tasty live | tastyfx
1330 W Fulton Market, Chicago, IL 60607

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your experience doesn’t align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!